We are live on ! Find out more

2,840 hedge funds and large institutions have $157B invested in Verizon in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,460 increasing their positions, 1,038 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,460 | Existing positions reduced: 1,038

30% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 122

21% more call options, than puts

Call options by funds: $1.72B | Put options by funds: $1.43B

0% more funds holding

Funds holding: 2,8362,840 (+4)

3% less capital invested

Capital invested by funds: $163B → $157B (-$5.34B)

1.3% less ownership

Funds ownership: 66.79%65.49% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 131105 (-26)

Holders
2,840
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
49.87%
Holding in Top 10
105
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-19.85%
% of All Funds
1.84%
New
159
Increased
1,460
Reduced
1,038
Closed
122
Calls
$1.72B
Puts
$1.43B
Net Calls
+$298M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
2526
Noesis Capital Mangement
Florida
$292K +$37.1K +657 +15%
SNB
2527
Security National Bank
Nebraska
$292K +$284K +5,028 New
SHGA
2528
Sand Hill Global Advisors
California
$291K -$1.08M -19,054 -79%
TPM
2529
Triasima Portfolio Management
Quebec, Canada
$291K
PPCM
2530
Pillar Pacific Capital Management
California
$291K +$47.9K +848 +20%
MAM
2531
McLean Asset Management
Virginia
$291K +$292K +5,168 New
RG
2532
Retirement Group
California
$290K +$5.87K +104 +2%
IA
2533
IFG Advisors
Missouri
$290K +$15K +266 +6%
SFA
2534
Source Financial Advisors
New York
$289K +$52.5K +930 +23%
NWA
2535
New World Advisors
Massachusetts
$287K -$16.9K -300 -6%
SCM
2536
Silvant Capital Management
Georgia
$287K
VBFP
2537
Valtinson Bruner Financial Planning
Minnesota
$287K +$2.93K +52 +1%
CWM
2538
Campbell Wealth Management
Virginia
$285K -$15K -265 -5%
AP
2539
Americana Partners
Texas
$285K +$316K +5,595 New
CBT
2540
Central Bank & Trust
Kentucky
$284K -$430K -7,625 -61%
AIM
2541
Allen Investment Management
New York
$284K -$112K -1,983 -29%
APW
2542
Austin Private Wealth
Texas
$284K +$3.5K +62 +1%
UCI
2543
Uncommon Cents Investing
Wisconsin
$284K +$14.1K +250 +5%
Walleye Trading
2544
Walleye Trading
New York
$284K +$276K +4,886 New
GAM
2545
Garrison Asset Management
Arkansas
$283K +$12.3K +218 +5%
IMA
2546
Investment Management Associates
Colorado
$283K +$71.6K +1,268 +35%
SWM
2547
Segment Wealth Management
Texas
$282K
NEPPG
2548
New England Professional Planning Group
Rhode Island
$280K -$17.6K -312 -6%
RHBC
2549
R.H. Bluestein & Co
Michigan
$279K -$38.1M -675,142 -99%
NPF
2550
Norris Perne & French
Michigan
$279K -$416K -7,364 -61%

VZ Hedge Fund Activity: Q1 2021 in Review

2,840 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2021, worth a combined $157B — down 3.3% from $163B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new VZ positions and 122 closed out — a net gain of 37 holders — while 1,460 added to existing stakes and 1,038 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $683M. The largest seller was Capital International Investors, cutting an estimated $973M.

  • 2,840 institutional investors held Verizon (VZ) as of Q1 2021, up from 2,836 in Q4 2020.
  • Funds reported $157B of Verizon stock for Q1 2021, down 3.3% quarter-over-quarter.
  • 159 funds opened new Verizon positions in Q1 2021 and 122 closed out, a net change of +37 holders.
  • The largest Verizon buyer in Q1 2021 was Berkshire Hathaway, an estimated $683M added.
  • The largest Verizon seller in Q1 2021 was Capital International Investors, an estimated $973M sold.

Based on aggregated 13F filings for Q1 2021.